Staff Maintenance - Sales tab

Modified on Mon, 20 Apr at 12:02 AM

Use the Sales tab to:

Note: This tab is only available to use if you have security access to the Synergetic finance database.

Opening the Sales tab

To open the Sales tab:

Select Module > Human Resources > Staff Maintenance from the main menu.
Tip: You can also access the staff functions by clicking .
Search for the staff member. See Searching for staff members.
The Personal tab of the Staff Maintenance window is displayed.
Click the Sales tab.
The Sales tab of the Staff Maintenance window is displayed.

Staff Maintenance - Sales tab key fields and buttons
Sales grid area fields

Field	Description
Date	Date of the sale.
Business Unit	Business unit used for the sale.
Items	Number of items sold.
First Item	Description of the first item sold.
Sale Total	Total amount of the sale, including GST.
Payment Method	Method of payment used.
Seq	Number generated by Synergetic for the sale. Tip: This can be useful for queries.

Sales grid area buttons

Button	Description
	Preview the sales docket for the selected sale in Crystal Reports. Tip: You can quickly display the docket for a sale by double clicking on a sale in the Sales grid area.

Sales Details grid area fields

Field	Description
Line	Line number of the sales line item.
Item Description	Description of the item.
Item Code	Unique identifier of the item.
Qty	Quantity of this item that was sold to the customer.
Unit Price	Price for each individual item, including GST, if any.
Tax Code	Tax code used for the sale. For example, tax code 10 is used for GST of 10%.
Tax	Total tax payable for the line item. For example, the Tax amount for Reeds Clarinet is calculated by multiplying the Qty (5 in this example) by the tax on the individual item (approximately $0.45) with a result of $2.27.
Discount	Total discount applied to the line item.
Extended	Extended quantity for the line item, calculated by multiplying the Qty and Unit Price fields and subtracting the Discount field.
Item Sale Seq	Number generated by Synergetic for the sale. All items in one sale have the same ItemSaleSeq. Tip: This can be useful for queries.

Sales Details grid area buttons

Button	Description
	Launch into Item Maintenance for the selected line item. See Maintaining items in the Sales manual. Tip: You can quickly display the Item Maintenance window for an item by double clicking on a line item in the Sales Details grid area.